Civic Intelligence

Ivan & Caroline Wilson Memorial Trust

990 • Fiscal year 2012 • EIN 42-6528237

Jan 01, 2012 to Dec 31, 2012

Shenandoah, IA
Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

6th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2012 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2012

Liabilities / Revenue

7th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2012 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2012

Net Margin

54th percentile

3.2%

Higher net margin than 54% of similar nonprofits.

2012 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2012

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2012

Asset Growth

44th percentile

0.1%

Faster asset growth than 44% of similar nonprofits.

2012 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2011 to 2012

Revenue Growth

55th percentile

3.3%

Faster revenue growth than 55% of similar nonprofits.

2012 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2011 to 2012

Assets

Up

$5,963,054

Up $8,632 (+0.1%) from 2011

Net Assets

Up

$5,963,054

Up $8,632 (+0.1%) from 2011

Liabilities

Flat

$0

Flat from 2011

Revenue

Up

$272,760

Up $8,673 (+3.3%) from 2011

Expenses

Down

$264,127

Down $23,327 (-8.1%) from 2011

Net Income

Up

$8,633

Up $32,000 (+137%) from 2011

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$8.0M$6.0M$4.0M$2.0M$0Assets 2011: $5,954,422Liabilities 2011: $0Net Assets 2011: $5,954,4222011Assets 2012: $5,963,054Liabilities 2012: $0Net Assets 2012: $5,963,0542012Assets 2013: $5,975,797Liabilities 2013: $0Net Assets 2013: $5,975,7972013Assets 2014: $6,058,319Liabilities 2014: $0Net Assets 2014: $6,058,3192014Assets 2015: $6,201,042Liabilities 2015: $0Net Assets 2015: $6,201,0422015Assets 2016: $6,177,835Liabilities 2016: $0Net Assets 2016: $6,177,8352016Assets 2017: $6,208,079Liabilities 2017: $0Net Assets 2017: $6,208,0792017Assets 2018: $6,202,994Liabilities 2018: $0Net Assets 2018: $6,202,9942018Assets 2019: $6,263,686Liabilities 2019: $0Net Assets 2019: $6,263,6862019Assets 2020: $6,265,471Liabilities 2020: $0Net Assets 2020: $6,265,4712020Assets 2021: $6,272,938Liabilities 2021: $0Net Assets 2021: $6,272,9382021Assets 2022: $6,249,547Liabilities 2022: $0Net Assets 2022: $6,249,5472022Assets 2023: $6,250,801Liabilities 2023: $0Net Assets 2023: $6,250,8012023Assets 2024: $6,268,863Liabilities 2024: $0Net Assets 2024: $6,268,8632024

Highlighted filing

2012

Assets$5,963,054
Liabilities$0
Net Assets$5,963,054

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$600K$400K$200K$0-$200KRevenue 2011: $264,087Expenses 2011: $287,454Net Income 2011: -$23,3672011Revenue 2012: $272,760Expenses 2012: $264,127Net Income 2012: $8,6332012Revenue 2013: $288,022Expenses 2013: $275,279Net Income 2013: $12,7432013Revenue 2014: $365,631Expenses 2014: $283,109Net Income 2014: $82,5222014Revenue 2015: $460,349Expenses 2015: $317,626Net Income 2015: $142,7232015Revenue 2016: $294,251Expenses 2016: $317,458Net Income 2016: -$23,2072016Revenue 2017: $348,079Expenses 2017: $317,835Net Income 2017: $30,2442017Revenue 2018: $369,891Expenses 2018: $374,976Net Income 2018: -$5,0852018Revenue 2019: $430,531Expenses 2019: $369,839Net Income 2019: $60,6922019Revenue 2020: $432,380Expenses 2020: $430,595Net Income 2020: $1,7852020Revenue 2021: $439,797Expenses 2021: $432,330Net Income 2021: $7,4672021Revenue 2022: $416,362Expenses 2022: $439,753Net Income 2022: -$23,3912022Revenue 2023: $417,707Expenses 2023: $416,453Net Income 2023: $1,2542023Revenue 2024: $436,039Expenses 2024: $417,977Net Income 2024: $18,0622024

Highlighted filing

2012

Revenue$272,760
Expenses$264,127
Net Income$8,633
Filing Detail Status

This 2012 filing currently has summary financial data only. Detailed schedules, leadership, and program rows are not available for this filing yet.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Mission and Program Overview

Mission

The organization is a charitable trust and all beneficiaries are section 501(c)3 tax exempt organizations. The organizations mission is to preserve capital while earning optimum income for distribution to designated beneficiaries

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.27$0.00$6.27$0.44$0.42$0.02
2023Detailed filing. Detailed filing data is available for this year.$6.25$0.00$6.25$0.42$0.42$0.00
2022Detailed filing. Detailed filing data is available for this year.$6.25$0.00$6.25$0.42$0.44$0.02
2021Detailed filing. Detailed filing data is available for this year.$6.27$0.00$6.27$0.44$0.43$0.01
2020Detailed filing. Detailed filing data is available for this year.$6.27$0.00$6.27$0.43$0.43$0.00
2019Detailed filing. Detailed filing data is available for this year.$6.26$0.00$6.26$0.43$0.37$0.06
2018Detailed filing. Detailed filing data is available for this year.$6.20$0.00$6.20$0.37$0.37$0.01
2017Detailed filing. Detailed filing data is available for this year.$6.21$0.00$6.21$0.35$0.32$0.03
2016Detailed filing. Detailed filing data is available for this year.$6.18$0.00$6.18$0.29$0.32$0.02
2015Summary only. Only limited summary data is available for this year.$6.20$0.00$6.20$0.46$0.32$0.14
2014Summary only. Only limited summary data is available for this year.$6.06$0.00$6.06$0.37$0.28$0.08
2013Summary only. Only limited summary data is available for this year.$5.98$0.00$5.98$0.29$0.28$0.01
2012Summary only. Only limited summary data is available for this year.$5.96$0.00$5.96$0.27$0.26$0.01
2011Summary only. Only limited summary data is available for this year.$5.95$0.00$5.95$0.26$0.29$0.02